John Scott McDonald

Managing Director, Fixed Income Portfolio Manager at Barrow, Hanley, Mewhinney & Strauss LLC

John Scott McDonald

John Scott McDonald

Managing Director, Fixed Income Portfolio Manager at Barrow, Hanley, Mewhinney & Strauss LLC

Biography

Mr. John S. McDonald, CFA MBA, is a Managing Director & Fixed Income Portfolio Manager at Barrow, Hanley, Mewhinney & Strauss LLC. He joined the firm in 1995. He was appointed Co-Head of Fixed Income in 2017. He serves as the lead portfolio manager for our Long Duration strategies, specializing in corporate and government bonds. He is a generalist in investment grade fixed income credit research. He has over 30 years of industry experience.During his investment career, Mr. McDonald previously served as senior vice president and portfolio manager at Life Partners Group, Inc., managing corporate bonds, private placements, and mortgages. While with Life Partners, he was responsible for implementing the investment strategy for their life insurance and annuity assets. Prior to that, he was a credit supervisor and lending officer for Chase Bank of Texas. Mr. McDonald received an MBA from the University of Texas and a BBA from Southern Methodist University. He is a member of the CFA Institute and the CFA Society of Dallas-Fort Worth.

Overview
RelSci Relationships

156

Number of Awards

1

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Relationships
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Director, Equity Portfolio Manager/Analyst at Barrow, Hanley, Mewhinney & Strauss LLC

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Managing Director & Fixed Income Portfolio Manager at Barrow, Hanley, Mewhinney & Strauss LLC

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Managing Director, Chief Compliance & Risk Officer at Barrow, Hanley, Mewhinney & Strauss LLC

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Managing Director & Client Portfolio Manager at Barrow, Hanley, Mewhinney & Strauss LLC

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Director & Fixed Income Analyst at Barrow, Hanley, Mewhinney & Strauss LLC

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Director, Client Portfolio Manager at Barrow, Hanley, Mewhinney & Strauss LLC

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Executive Director, Equity Portfolio Manager at Barrow, Hanley, Mewhinney & Strauss LLC

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Former Chief Investment Officer, Fixed Income Strategies at Barrow, Hanley, Mewhinney & Strauss LLC

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Director, Head Equity Trader at Barrow, Hanley, Mewhinney & Strauss LLC

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Director, Equity Trader at Barrow, Hanley, Mewhinney & Strauss LLC

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John Scott McDonald
Managing Director, Fixed Income Portfolio Manager at Barrow, Hanley, Mewhinney & Strauss LLC
Education
MBA
Class of 1991

The McCombs School of Business, also referred to as the McCombs School or simply McCombs, is a business school at The University of Texas at Austin. In addition to the main campus in Downtown Austin, McCombs offers classes outside Central Texas in Dallas, Houston and internationally in Mexico City. The McCombs School of Business offers undergraduate, master's, and doctoral programs for their average 6,000 students each year, adding to its 89,690 member alumni base from a variety of business fields.

BBA

Southern Methodist University is a private university near the center of Dallas. SMU offers undergraduate, graduate, and professional programs through seven schools in the humanities and sciences, business, the performing, visual, and communication arts, engineering, education and human development, law, and theology.

Memberships
Member

The Mission of the CFA Institute is to lead the investment profession globally by promoting the highest standards of ethics, education, and professional excellence for the ultimate benefit of society.

Career History
Managing Director, Fixed Income Portfolio Manager
1995 - Current

Barrow, Hanley, Mewhinney & Strauss has a strict definition of value. Our equity portfolios exhibit below-market price-to-earnings ratios, below-market price-to-book ratios, and above-market dividend yields, regardless of market conditions. As a result, each of our clients is assured that we will do our part to maintain the style integrity of their overall portfolio. In fixed income, we define value as temporarily mispriced securities with yield-to-maturity advantages over Treasury bonds of comparable maturity. We identify each opportunity from the bottom up, building a duration-neutral portfolio designed to "out-yield" the market. In this way, Barrow Hanley seeks to achieve higher total returns for our fixed income clients with below-benchmark volatility. Mutual Fund Sub-Advisory Services Stability of investment team, strict adherence to style and uniformity of process are hallmarks of Barrow Hanley. Through an investment in a Barrow Hanley sub-advised mutual fund, individual investors are able to access the research-driven, bottom-up approach to active security selection that is utilized by major pension plans, foundations and endowments, and other institutional investors worldwide. Barrow Hanley currently serves as a sub-advisor to more than 30 equity and fixed income mutual funds. In addition to sub-advising an array of nationally-recognized mutual funds in the U.S., we sub-advise a number of internationally-based funds.

Senior Vice President & Portfolio Manager
Prior - 1994

Life Partners Group, Inc., a subsidiary of CNO Financial Group, Inc., is an American company located in Englewood, CO, specializing in life insurance. CNO Financial Group, Inc. acquired Life Partners Group, Inc. on 02 Aug 96 for $600 million.

Credit Supervisor & Lending Officer
Prior
Awards & Honors
CFA (Chartered Financial Analyst)
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